Filed November 13, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $112,725 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,690 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,141 | $110,299+22.5% | $102,423+31.9% | $199,593-32.3% |
| Participation rate | 95.2% | 86.3%+8.9pp | 76.5%+18.7pp | 72.0%+23.2pp |
| Annual return | 15.64% | 35.73%-20.1pp | 29.32%-13.7pp | 34.25%-18.6pp |
| Employer contribution / active EE | $5,484 | $3,603+52.2% | $3,023+81.4% | $3,034+80.7% |
| Participant deferral / active EE | $11,647 | $6,376+82.7% | $5,053+130.5% | $5,087+129.0% |
| Admin fee / account holder | $88 | $122-27.7% | $9,451-99.1% | $269-67.1% |